Industry Trend Analysis - Iron Ore: Production To Increase Despite Weaker Prices - JAN 2015
Americas January 2015 / Brazil / Industry
Iron ore will remain the dominant produced and exported mineral in Brazil over the coming years. The industry's level of development and quality of the deposits will both enable and encourage...
Industry Trend Analysis - Vale: Multi-Year Strategy To Face Headwinds - AUG 2014
Americas July 2014 / Brazil / Finance
We expect Vale will face pressures on its financial performance in the coming years owing to our below-consensus outlooks towards both Chinese economic growth and iron ore prices, and its still...
Industry Trend Analysis - Valemax Strategy Further Imperilled - MAR 2014
Americas March 2014 / Brazil / Industry
We expect further complications for Vale's strategy of increasing its Chinese iron ore market share after China's Transport Ministry reaffirmed a long-standing ban on Valemax ships berthing at...